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Franklin Resources

554 hedge funds and large institutions have $5.37B invested in Franklin Resources in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 236 increasing their positions, 166 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $5.73B → $5.37B (-$357M)

19% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 94

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
554
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$63.3M
Puts
$53M
Net Calls
Net Calls Change

Top Buyers

1 +$71.8M
2 +$50.8M
3 +$38.6M
4
Invesco
Invesco
Georgia
+$33.7M
5
JP Morgan Chase
JP Morgan Chase
New York
+$31.6M

Top Sellers

1 -$79.4M
2 -$48.7M
3 -$25.4M
4
FFH
Fairfax Financial Holdings
Ontario, Canada
-$22.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$911K
227
$907K
228
$889K
229
$880K
230
$870K
231
$869K
232
$868K
233
$866K
234
$862K
235
$853K
236
$838K
237
$825K
238
$820K
239
$804K
240
$800K
241
$782K
242
$779K
243
$770K
244
$766K
245
$766K
246
$757K
247
$741K
248
$735K
249
$731K
250
$730K